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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,139 | $160,070-76.8% | $147,117-74.8% | $145,897-74.5% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 15.05% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,587 | $5,285-70.0% | $4,932-67.8% | $4,663-66.0% |
| Participant deferral / active EE | $5,422 | $8,419-35.6% | $8,065-32.8% | $6,689-18.9% |
| Admin fee / account holder | $1,228 | $15,035-91.8% | $12,993-90.6% | $13,390-90.8% |